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Disclosery

Bank of Marin: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank of Marin on HELO, newest first. How the timeline and the estimate are built.

Bank of Marin held 3,400 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,400 shares
    Change vs previous 13F -4,217 shares

    0.16% of the 13F portfolio, value $229,772.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,617 shares
    Change vs previous 13F -15 shares

    0.36% of the 13F portfolio, value $486,802.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,632 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $506,993.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,632 shares
    Change vs previous 13F +828 shares

    0.35% of the 13F portfolio, value $496,080.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,804 shares
    Change vs previous 13F +1,640 shares

    0.32% of the 13F portfolio, value $425,794.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,164 shares
    Change vs previous 13F -3,043 shares

    0.39% of the 13F portfolio, value $308,187.

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,207 shares
    Change vs previous 13F -163 shares

    0.4% of the 13F portfolio, value $509,162.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,370 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $511,741.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).